Special Function: Class Specific Forms

Lucity web has the ability to display different forms for different records in a module depending on the value in the Asset Class field. The provides a way to have forms that are specific to each type of asset when the module may contain assets that vary widely in function.

Example: The Equipment module may contain pumps and tractors. These two assets require very different information.

This functionality is available for all forms in this module and related children modules as well.

Open the System Configuration > Asset Class Library module.
Click the button. The Asset Class form appears.
Select which inventory module this asset class is for using the Asset Type field.
Enter a unique code in the Asset Class field. This is the name that will appear in the Asset Class pick-lists in related modules.
Enter a description in the Asset Class Desc.
Click the button to save the Email Notification.

Method 1

Go to the related module.
Find the record you would like to assign a class to and click to open it.
Select the class in the Asset Class field.
Click to save the record.

Method 2

Go to the related module.
Select or or more records to assign a class or create a filterset of records to assign a class.
Use the Global Edit tool to update the Asset Class field for the selected records.

Once you have setup forms that are specific for a class you need to assign the forms to the class.

Open the Asset Class Library module.
Use the button to expand the Class to which you want to assign a form.
In the Forms grid, click the button. A form selection record will appear.
Use the Module Name field to select which section of the inventory module this form is for. (EX: The Inventory form or the Inspection form). The available list is controled by the Asset Type selected on the Class record.
Use the Form Name field to select the form that will be used as the default form for the class.
Click the button to save the record. The Form now appears in the Forms grid.

The final step is to configure the view to display the class specific forms instead of displaying the default form.

In the View/Form Manager navigate to the module that has class specific forms.
Select the view you want to display class specific forms and click Edit...
In the view builder navigate to the level of the view that has a class specific form and check the Open Asset Class Specific Form checkbox next to the form.
Click Save.

Distribution Water Control Valves	Raw Water Control Valves	Recycled Water Control Valves	Sewer Control Valves	Storm Control Valves	Equipment Inventory
Distribution Water System Valves	Raw Water System Valves	Recycled Water System Valves	Sewer System Valves	Storm System Valves	Fleet Inventory
Distribution Water Pumps	Raw Water Pumps	Recycled Water Pumps	Sewer Pumps	Storm Pumps	Custom Inventory
Distribution Water Pump Stations	Raw Water Pump Stations	Recycled Water Pump Stations	Sewer Pump Stations	Storm Pump Stations
Distribution Water Vaults	Raw Water Vaults	Recycled Water Vaults	Sewer Structures	Storm Structures